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Truist Financial
TFC

Overview Fund Activity

1,264 hedge funds and large institutions have $26.7B invested in Truist Financial in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 445 increasing their positions, 556 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,264
Holders Change
-38
Holders Change %
-2.92%
% of All Funds
20.15%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
112
Increased
445
Reduced
556
Closed
133
Calls
$348M
Puts
$206M
Net Calls
+$142M
Net Calls Change
+$74.1M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$648M
2
Two Sigma Investments
Two Sigma Investments
New York
+$86.3M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$85.8M
4
NRCM
North Reef Capital Management
California
+$66.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$55.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$447M
2
Jane Street
Jane Street
New York
-$205M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
4
BG
Bahl & Gaynor
Ohio
-$173M
5
Capital International Investors
Capital International Investors
California
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
726
Profund Advisors
Maryland
$561K -$20.1K -703 -3%
SIS
727
Strategic Investment Solutions
Illinois
$555K +$550K +17,900 +11,933%
FWCM
728
Ferguson Wellman Capital Management
Oregon
$551K -$557K -19,471 -50%
MFT
729
Moisand Fitzgerald Tamayo
Florida
$551K -$1.29K -45 -0.2%
CCP
730
Cassia Capital Partners
North Carolina
$550K -$715 -25 -0.1%
PPC
731
Park Place Capital
Alabama
$547K -$2K -70 -0.4%
P
732
Pitcairn
Pennsylvania
$545K +$16.5K +577 +3%
FMAEN1
733
Fund Management at Engine No 1
California
$545K +$48.9K +1,708 +10%
TPW
734
Transatlantique Private Wealth
New York
$544K -$63.5K -2,219 -10%
SLI
735
Sumitomo Life Insurance
Japan
$542K -$24K -839 -4%
AT
736
American Trust
Kentucky
$541K – – –
RWB
737
RMR Wealth Builders
New Jersey
$539K – – –
Group One Trading
738
Group One Trading
Illinois
$532K +$532K +18,610 New
PVI
739
Pine Valley Investments
New Jersey
$531K -$26.1K -911 -5%
PI
740
Putnam Investments
Massachusetts
$530K +$159K +5,559 +43%
CCM
741
Canal Capital Management
Virginia
$523K -$46.2K -1,614 -8%
TIM
742
Thompson Investment Management
Wisconsin
$514K +$17K +595 +3%
FCM
743
Fourpath Capital Management
Oklahoma
$513K -$744 -26 -0.1%
LFA
744
Legacy Financial Advisors
Kentucky
$511K -$3.41K -119 -0.7%
WI
745
WBI Investments
New Jersey
$511K +$67.5K +2,360 +15%
TIA
746
Trust Investment Advisors
Indiana
$511K -$17.4K -609 -3%
MW
747
Marcum Wealth
Ohio
$509K +$11.4K +398 +2%
AF
748
Allworth Financial
California
$509K -$179K -6,245 -26%
IF
749
IRON Financial
Illinois
$508K +$508K +17,753 New
BB
750
Busey Bank
Illinois
$502K -$26.7K -932 -5%
28 29
30
31 32